We’re excited to announce a major enhancement to Truv’s verification platform: self-certification. This new feature fundamentally transforms how clients interact with their verification data, creating a more transparent, efficient process that benefits both clients and the caseworkers.
What Is Self-Certification?
Self-certification allows clients to review and confirm the accuracy of their income and employment data immediately after connecting their sources through Truv Bridge. Rather than treating verification as something that happens to clients, self-certification makes them active participants in ensuring data accuracy.
This client-facing verification step creates transparency in the data collection process while significantly reducing the back-and-forth communication that typically slows down case processing.
How It Works: A Seamless Experience
The self-certification process is simple: When clients link their income and employment sources through payroll connections, link self-employed or other income through bank account connections, link education/school participation through educational institution connections, and log volunteer hours through Truv’s document upload interface, they’re presented with a clear “Success” screen that displays all submitted data in real time.
Here, clients can:
- Review the information pulled from their connected sources for completeness and accuracy
- Certify the data as correct if everything looks accurate
- Flag discrepancies if they notice any errors or missing information
All of this happens within the same seamless experience—no separate forms, no additional logins, no waiting for follow-up communications. The moment data is retrieved, clients can verify it’s correct.
Key Benefits for Clients
- Transparency and Control: Clients can see exactly what information is being shared with agencies. This visibility builds trust and reduces anxiety about the verification process.
- Immediate Error Detection: Rather than discovering data issues days or weeks later, clients can identify and report problems immediately while the context is fresh.
- Reduced Follow-Up Burden: By certifying accurate data upfront, clientss avoid the frustrating cycle of repeated documentation requests and clarification emails.
- Faster Processing: When data is certified at the point of collection, applications move through the system more quickly, reducing wait times for critical benefits and services.
Key Benefits for Caseworkers
- At-a-Glance Status Visibility: The new dashboard status indicators display either “Certified” or “Issue Reported” tags for each verification. Caseworkers can immediately identify which cases need attention without opening individual files or cross-referencing documents.
- Prioritized Workflows: Cases flagged with issues can be prioritized for review, while certified cases can move forward with confidence. This intelligent routing ensures caseworkers focus their time where it’s most needed.
- Automated Documentation: Certification outcomes are automatically included in PDF reports, creating complete compliance documentation without manual data entry or additional export steps.
- Clear Audit Trails: A “Certification Step Completed” event appears in the case timeline once clients finish their review. This provides unambiguous documentation of when and how data was verified—essential for compliance audits and quality assurance.
- Reduced Verification Cycles: When clients certify their data upfront, caseworkers spend less time chasing down clarifications and more time processing applications. The result is higher throughput without sacrificing accuracy.
- Scalability: As application volumes fluctuate, self-certification helps agencies maintain consistent processing times without proportional increases in staffing.
Building Trust Through Transparency
At its core, self-certification represents a philosophical shift in how verification platforms approach the relationship between clients and agencies. Truv’s self-certification approach positions clients as partners in ensuring data accuracy. By giving them visibility into what’s being collected and the opportunity to certify or correct it immediately, we create a collaborative process that serves everyone.
The transparency this creates isn’t just good for user experience—it’s good for compliance, operational efficiency, and the ultimate goal of connecting people with the services and benefits they need.
Seamless Integration, Immediate Impact
Self-certification is now built directly into the Truv verification workflow—no additional configuration required. Agencies already using Truv will see these features automatically enabled, while new implementations include self-certification as a core component of the verification experience.
For caseworkers, the enhanced dashboard indicators, PDF report integration, and timeline tracking are immediately available, providing new visibility into verification status without requiring workflow changes or additional training.
Looking Forward
Self-certification is part of Truv’s broader commitment to creating verification experiences that work for everyone involved—clients, caseworkers, and the agencies they serve. By combining automated source connections with human verification and transparent data presentation, we’re building the foundation for faster, more accurate, and more trustworthy verification processes.
We’re excited to see how agencies leverage these new capabilities to improve their operations and better serve their communities.
